Novak & Powell Financial Services, Inc. STBA S & T BANCORP INCORPORATED

Ownership history in Novak & Powell Financial Services, Inc.  ·  9 quarters on record

AI Ownership Summary

Novak & Powell Financial Services, Inc. reported S & T BANCORP INCORPORATED (STBA) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.36% in 2025 Q2. The latest visible filing shows STBA at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Novak & Powell Financial Services, Inc.'s position in S & T BANCORP INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

STBA was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Novak & Powell Financial Services, Inc. held STBA — position size vs. price
% of Fund (quarterly)    STBA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 13,819 0% 0.28% $544K 2026-02-14 (Est.) $43.68
2025 Q3 UNCHANGED 13,819 0% 0.27% $519K 2025-11-14 $38.25
2025 Q2 UNCHANGED 13,819 0% 0.36% $523K 2025-08-11 $35.40
2025 Q1 UNCHANGED 13,819 0% 0.32% $512K 2025-05-15 $37.56
2024 Q4 UNCHANGED 13,819 0% 0.31% $528K 2025-02-18 $39.01
2024 Q3 UNCHANGED 13,819 0% 0.34% $580K 2024-11-14 $40.59
2024 Q2 UNCHANGED 13,819 0% 0.29% $461K 2024-08-15 $38.11
2024 Q1 UNCHANGED 13,819 0% 0.33% $443K 2024-05-15 $30.33
2023 Q4 INITIATED 13,819 0.31% $462K 2024-02-21 $29.08

FAQ About Novak & Powell Financial Services, Inc. and STBA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Novak & Powell Financial Services, Inc. reported owning STBA?

Novak & Powell Financial Services, Inc. reported STBA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported STBA position in Novak & Powell Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for STBA was 0.36% in 2025 Q2.

What is the latest reported STBA position on this page?

The most recent filing on this page is 2025 Q4, when Novak & Powell Financial Services, Inc. reported 13,819 shares, equal to 0.28% of portfolio, with an estimated market value of $544K.

What does the chart on this STBA ownership page compare?

The chart compares Novak & Powell Financial Services, Inc.'s quarterly STBA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Novak & Powell Financial Services, Inc. Holdings